Position in AVGO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,413,918
+$1,213,609 QoQ
Shares Held
3,743
+333.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,089
of 4,764 holders
Holding Since
Mar 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026OKABENA INVESTMENT SERVICES INC holds $17,001,321 across 6 Semiconductors names. AVGO ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
27,092 | $12,938,326 | |
| 2 | AVGO |
Broadcom Inc.
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|
3,743 | $1,413,918 | |
| 3 | TXN |
Texas Instruments Inc
|
4,711 | $1,404,207 | |
| 4 | NVDA |
Nvidia Corp
|
3,696 | $739,532 | |
| 5 | INTC |
Intel Corp
|
1,965 | $274,372 | |
| 6 | MXL |
Maxlinear, Inc
|
1,804 | $230,966 |
All Filings in AVGO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,918 | 3,743 | Shares | Sole | 2026-08-04 | |
| 2024-12-31 | $200,309 | 864 | Shares | Sole | 2025-02-12 | |
| 2023-03-31 | $9,677 | 109 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||